Set Up Auto Release

NextGen® Enterprise EHR Help

Set Up Auto Release Practice Preferences

Select File Maintenance > Master Files > System > EHR > Practices > Preferences > Orders Module. Select All tab. Double-click your practice. The Modify Practice Information window opens. Select Preferences. Select Orders Module from the Preference List. The Orders tab opens. The Auto Release options display on the All tab. Select the Auto Release Task Group to receive the notification that the order has been auto released, if necessary. Select your practice's Auto Release Option to use the Auto Release function from the list: Opt-in. Select this option if your practice chooses to use the Auto Release function. Note: If you select this Opt-in option, when creating Future and Recurring orders the Automatically release this order when it is due check box is enabled. However, you must select the check box to indicate that the specific order is be auto released. Opt-out. Select this option if your practice does not choose to use the Auto Release function. Note: If you select the Opt-out opt

NextGen® Enterprise EHR Help

Auto Release Practice Preferences

You can set up Future and Recurring Orders to be released according to specific time frames and schedules. These Auto Release practice preferences enable the system to automatically release the orders according to the parameters you set up. The Auto Release function is optional. You can set up the following practice preferences: Identify the NextGen® Enterprise task group to be notified when an auto release operation completes for the practice. "Opt-in" or "Opt-out" of using the Auto Release function. Set up when Future or Recurring orders schedules expire. Note: The default is 15 months. However, you can change the preference default. The number of days that the system automatically releases the Recurring and Future orders before the scheduled due date. Set Up Auto Release Set Up Auto Release Practice Preferences Parent topic: Medical Necessity and Orders Practice Preferences Setup

NextGen® Enterprise EHR Help

Auto Release Utility - Windows Service

The Auto Release Utility integrates with the Orders module to track future and recurring orders scheduled for sending across lab or radiology interfaces. With the Auto Release Utility, you can: Schedule an order today and set it to release after six months. Schedule an order to release at multiple intervals within six months based on your needs. The Auto Release Utility offers two installation options: Windows-based service, which automatically restarts after interruptions. Standalone mode, which operates independently. You can install only one format at a time, selecting the one that best meets your requirements. Set up the Auto Release Windows Service You must configure the Auto Release Windows Service to invoke the utility and release order instances. Create Order Instance for a Practice On the AutoRelease(ARU) - [Service Mode] window, you can create an order instance for your practice to automatically release the orders. Manage Order Instances You can view the order instance detail

NextGen® Enterprise EHR Help

Setting Up and Working with Future and Recurring Orders

For Lab and Radiology order types, you can set up schedules for future and recurring orders, as follows: Set schedules for recurring and future orders when creating a new lab or radiology order. Quickly display the recurring and future orders schedule from the Orders Summary tab for review. Reschedule recurring and future order from the Orders Summary tab. Note: You can also reschedule recurring and future orders from the Orders Management order control on a custom practice template for multiple patients in a practice. Update the due date for test results. Note: You can track and update the Expect Results date for future and recurring orders. If your practice has set up the Auto Release function in File Maintenance, you can use this function to "mark" future and recurring orders for automatic release. This function enables you to do the following: Select the future and recurring orders to be released automatically according to scheduled dates. Select the task groups to be notified for

NextGen® Enterprise EHR Help

Run the NextGen Orders Auto Release Utility on Demand

After you set up the Orders Auto Release Utility, you can automatically release the Recurring and Future orders on demand. From the Windows® System Tray/Notification area, double-click the NextGen EHR Orders Auto Release utility icon. In the Instance list, select the appropriate Instance Name. Select Details. The Details window opens, displaying the scheduled run time. To override the scheduled run time and run the Auto Release immediately, select Run Now. The orders are automatically release. Select the Close (X) button. Note: Auto releasing orders on demand does not change the original Auto Release set up time. You do not need to re-set the original time for the Recurring and Future orders after using this function. Parent topic: Auto Release Utility - Standalone Mode

NextGen® Enterprise EHR Help

Create Order Instance for a Practice

On the AutoRelease(ARU) - [Service Mode] window, you can create an order instance for your practice to release orders automatically based on the scheduled time and due date parameters. Select Start , and enter Command Prompt. Right-click Command Prompt, and select Run as administrator. The Administrator: Command Prompt window opens. Enter the appropriate directory to change to the NextGen root folder. Note: Ensure that your changed directory has the NextGen root folder. In Command Prompt, enter NextGen.EMR.Lab.AutoRelease.exe "1". Command Prompt with NextGen Directory Note: The parameter 1 is passing for invoking the Auto Release Windows Service user interface. Select Enter. The NextGen security logon window opens. NextGen Logon Window Enter your user credentials, select your enterprise and practice, and then select Logon. The AutoRelease(ARU) - [Service Mode] window opens. On the AutoRelease(ARU) - [Service Mode] window, select the button. The AutoRelease (ARU) Configuration Details -

Set Up Auto Release

Recommendations

Set Up Auto Release Practice Preferences

Auto Release Practice Preferences

Auto Release Utility - Windows Service

Setting Up and Working with Future and Recurring Orders

Run the NextGen Orders Auto Release Utility on Demand

Create Order Instance for a Practice

Set Up Auto Release Practice Preferences

Auto Release Practice Preferences

Auto Release Utility - Windows Service

Setting Up and Working with Future and Recurring Orders

Run the NextGen Orders Auto Release Utility on Demand

Create Order Instance for a Practice